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Focused Capital, Lasting Value

From Singapore, we invest in AI, compute, and next-generation infrastructure with the conviction and patience to compound across cycles.

Our ApproachThemes
Cycles
Active across 3+ market cycles
Regions
Americas · APAC · EMEA
Instruments
Public · Private · Protocols
Diligence
150–300 hrs per new thesis
Security
Tier‑one custody & audit
Horizon
5–10+ years
Key Investment Themes
AI Infrastructure
Firm Differentiators
Proprietary Theses
Process Elements
Thematic Origination

Process & Risk

  1. 1
    Thematic Origination
    Identify domains with structural tailwinds and bottlenecks.
  2. 2
    Thesis Development
    Research technical leverage, unit economics, and defensibility.
  3. 3
    Scenario Mapping
    Model multiple paths, prioritizing irreversible advantages.
  4. 4
    Kill Criteria
    Define explicit exit conditions before investing.
  5. 5
    Positioning & Risk
    Size based on liquidity profile, drawdown tolerance, and asymmetry.